Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $342,413 | $202,345+69.2% | $172,755+98.2% | $152,885+124.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.43% | 1029.77%-1005.3pp | 802.94%-778.5pp | 345.39%-321.0pp |
| Employer contribution / active EE | $4,597 | $5,858-21.5% | $5,144-10.6% | $4,763-3.5% |
| Participant deferral / active EE | $3,500 | $5,948-41.2% | $5,198-32.7% | $5,851-40.2% |
| Admin fee / account holder | $431 | $17,111-97.5% | $13,955-96.9% | $11,598-96.3% |